See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,901 | $76,000-64.6% | $154,107-82.5% | $64,186-58.1% |
| Participation rate | 27.6% | 70.4%-42.8pp | 83.0%-55.5pp | 69.6%-42.0pp |
| Annual return | -5.40% | 30.32%-35.7pp | 735.12%-740.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $726 | $3,175-77.1% | $5,081-85.7% | $3,470-79.1% |
| Admin fee / account holder | $730 | $5,596-87.0% | $13,411-94.6% | $4,888-85.1% |